15 October 2026
Why are UK bank shares falling despite record profits?Why are UK bank shares falling despite expectations for record profits and dividends? Russ Mould of AJ Bell examines the pullback and what investors should watch next.
The UK's biggest banks are facing a key test as their latest quarterly results arrive. Barclays, HSBC, Lloyds, NatWest and Standard Chartered are expected to generate substantial...
8 October 2026
What could help to calm the bond market?UK gilt yields have risen sharply, but could higher yields eventually help calm the UK bond market?
In this video, Russ Mould examines why sentiment towards UK government bonds may be excessively bearish and what could persuade investors to reconsider gilts.
The discussion looks at the pressures facing the UK bond market, including inflation...
2 October 2026
Bonds vs Shares: Where should income investors look?Ten-year UK Gilts are offering around 5.4%—so how do they compare with UK shares for investors seeking income? This video examines the changing case for bonds and equities.
With UK Government borrowing costs near their highest levels since 2007, bonds are becoming more significant for income investors. But the FTSE 100 continues to offer dividends...
2 September 2026
Gold mining stocks: How to research them properlyGold mining stocks can offer greater exposure to rising gold prices - but they can also carry significantly greater company-specific risks.
In this video, Russ Mould explains how to research gold mining stocks and the key factors investors should consider before deciding whether individual miners could have a place in a portfolio.
Gold itself does...
27 August 2026
Gold price: how much higher can it go?Gold prices have surged, with gold up 160% over five years and silver up 460%. But can this precious-metals bull market continue?
Russ Mould examines the history of gold and silver prices and asks what is really driving the latest rally – and what could bring it to an end.
The video looks back at gold’s three major bull markets since 1970, from the...
13 August 2026
Don't ignore UK Gilt yields. Here's whyUK gilts have endured a brutal few years as rising inflation and higher interest rates pushed bond yields sharply higher and prices lower. But after one of the worst periods on record for bond investors, could UK government bonds once again deserve a place in a diversified portfolio?
In this video, AJ Bell Investment Director Russ Mould explores...
7 August 2026
Why the FTSE 100 keeps hitting new all-time highsThe FTSE 100 is approaching fresh all-time highs but why is the UK stock market rising despite political uncertainty, high government borrowing costs and ongoing global conflicts?
In this video, AJ Bell Investment Director Russ Mould explores the factors driving the FTSE 100 higher and explains why markets don't always move in line with the news...
23 July 2026
Andy Burnham PM: What Sterling and gilt yields revealCan investors judge Andy Burnham's government by watching sterling and UK gilt yields? This video explains why financial markets may provide some of the earliest signals of confidence in the UK's economic direction.
2 July 2026
Why property is hot for buyers – but cold for investorsUK REITs (real estate investment trusts) are under pressure but buyers are still circling. What’s going on?
UK REITs and commercial property stocks have lagged the wider market, weighed down by higher interest rates, changing working patterns, and economic uncertainty. Yet private equity and overseas buyers continue to target the sector.
In this...
18 June 2026
Is this IPO worth your money? Here's how to find outIPO investing can be tempting but how do you know if a new stock is worth your money?
This video breaks down a practical IPO investing checklist to help you assess opportunities more carefully.
With IPO activity picking up again in the US and potentially the UK, investors may start to see more companies coming to market. But not all IPOs are...
16 June 2026
Bill Ackman: The IPOs that could make or break marketsAJ Bell's Head of Markets, Dan Coatsworth, speaks to Bill Ackman, CEO of Pershing Square, about the big forces shaping global markets right now. Ackman explains why IPOs from SpaceX, Anthropic and OpenAI could be critical for market momentum – and whether they'll fuel further gains or risk investor fatigue.
He also discusses whether Alphabet's huge...
10 June 2026
FTSE 100 Changes: Is Computacenter an AI Signal?FTSE 100 changes are back in focus — but does Computacenter joining the index signal a stronger UK technology sector, or a warning from market history?
In this video, Russ Mould explores the latest FTSE 100 reshuffle, including why Computacenter, Aberdeen, and Investec are being promoted, while companies such as Rightmove, Berkeley, and Mondi move...
4 June 2026
This 5% rate shock could change your financesUK gilt yields have climbed to 5% for the first time since 2008. But what does that mean for investors, and could higher bond yields create opportunities as well as risks?
In this week's market update, Russ Mould examines why UK gilt yields have risen sharply and explores the impact on both bonds and equities.
Key topics covered:
Why UK government...
3 June 2026
What is an IPO? How to invest before a stock hits the marketIn this video, Dan Coatsworth, Head of Markets breaks down everything you need to know about initial public offerings (IPOs), also known as stock market flotations — including how they work, why companies list on the stock market, and how everyday investors can now get access before shares start trading on the stock market.
Whether you're a...
28 May 2026
Would markets care if the Prime Minister changed tomorrow?Political uncertainty often dominates the news cycle - but what does it actually mean for investors? In this video, Russ Mould examines how the UK stock market and gilt yields have historically responded to mid-term Prime Minister changes.
Using data from the FTSE All-Share index and government bond markets, we explore whether leadership changes...
21 May 2026
Why UK stocks are being targeted for takeoversThe UK stock market takeover boom is gathering pace in 2026, with companies including Tate & Lyle, Intertek and Legal & General linked to bids or takeover speculation.
In this video, AJ Bell investment director Russ Mould explains why takeover activity across the FTSE 100 and FTSE 250 is accelerating — and what it could mean for UK investors.
The...
20 May 2026
What a SpaceX IPO could mean for the faltering S&P 500Elon Musk's SpaceX is reportedly preparing to go public, which would mark a new player in the S&P 500's lauded tech stocks. But could the listing, alongside potential IPOs from Anthropic and OpenAI, signal the beginning of the end for the S&P's AI-fuelled market run? Russ Mould explores what these deals mean for the S&P 500, the Magnificent Seven...
15 May 2026
The S&P 500 at new all-time highs and eyes are on NVIDIANVIDIA earnings are once again in focus as investors look for confirmation that the AI-driven rally in US stocks can continue.
In this video, Russ Mould examines the latest results from the Magnificent Seven — including NVIDIA, Amazon, Alphabet, Apple, Meta, Microsoft, and Tesla — and explains why investors remain enthusiastic despite mounting...
8 May 2026
Why are housebuilders’ shares crumbling?UK housebuilder shares have fallen sharply—but what’s driving the decline, and what could change next?
We break down the key pressures on the sector and what it means for investors.
The UK housing sector has struggled in 2026, with housebuilder shares among the worst performers in the FTSE 350. Rising interest rates, affordability challenges, and...
30 April 2026
Consumer staples stocks 2026: what’s going wrong?Consumer staples stocks in 2026 are not behaving as expected. Russ Mould explains why traditionally defensive stocks are under pressure. In uncertain markets, investors often turn to consumer staples for stability. But this year, companies like Unilever and Reckitt Benckiser have struggled, despite rising geopolitical tensions and inflation...
24 April 2026
Big pharma in focus: What’s driving AstraZeneca and GSK right nowAstraZeneca results are in focus as the FTSE 100 earnings season accelerates. With pharma stocks near record highs, what should investors be watching?
In this week’s market update, Russ Mould looks ahead to upcoming results from AstraZeneca and GSK, two of the UK’s largest pharmaceutical companies. With strong share price performance and ambitious...
17 April 2026
Sainsbury results preview: can grocery stocks hold up?Sainsbury results are in focus as UK grocery stocks face rising cost pressures and competition.
Here’s what investors should watch as Tesco hits record highs and the retail sector faces uncertainty.
With Sainsbury set to report full-year results, this video explores whether the recent strength in UK food retailers can continue. While supermarket...
9 April 2026
UK utilities stocks: Russ Mould on defensive sectorsUK utilities stocks are back in focus as investors look for stability in uncertain markets. In this video, we explore why defensive sectors like utilities are outperforming and what it could mean for your portfolio.
With geopolitical tensions influencing inflation and interest rate expectations, utilities are once again being viewed as a potential...
26 March 2026
These UK stocks pay the biggest dividends – where to lookUK bond yields have jumped sharply, reshaping expectations for Bank of England interest rates and putting pressure on equity valuations. In this video, AJ Bell investment director Russ Mould explains why rising two‑year and 10‑year Gilt yields matter, how they affect the FTSE 100, and which stocks now offer the highest dividend yields.
He also...
19 March 2026
Bank stocks are falling – Here’s what’s really going onUK bank stocks are falling in 2026 — but why? In this video, Russ Mould breaks down the key reasons behind the drop in Barclays, HSBC, Lloyds, NatWest and Standard Chartered shares, despite strong profits, high dividends and big buybacks.
